13F portfolio feed
Showing filings accepted since 01 Apr 2026. Each row links to the manager profile, parsed portfolio, and original SEC source.
Recent 13F signals
Each card links to the parsed portfolio and original SEC filing.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
Review the newly filed portfolio, top holdings, and source evidence before comparing the manager with other ownership signals.
| SEC accepted | Form | Manager / CIK | Filing report | Reported holdings | Reported value | Actions |
|---|---|---|---|---|---|---|
| 08 May 2026, 14:56:31 UTC | 13F-HR | CENTERSQUARE INVESTMENT MANAGEMENT LLC CIK 0001725296 | 2026 Q1 Open parsed portfolio | 79 | $9,673,348,551 | Open SEC source |
| 08 May 2026, 14:54:21 UTC | 13F-HR | Entruity Wealth, LLC CIK 0001719303 | 2026 Q1 Open parsed portfolio | 46 | $147,328,920 | Open SEC source |
| 08 May 2026, 14:52:23 UTC | 13F-HR | Urban Financial Advisory Corp CIK 0002005378 | 2026 Q1 Open parsed portfolio | 56 | $282,871,160 | Open SEC source |
| 08 May 2026, 14:51:31 UTC | 13F-HR | TMB Capital Partners, LLC CIK 0002111931 | 2026 Q1 Open parsed portfolio | 176 | $297,338,608 | Open SEC source |
| 08 May 2026, 14:51:21 UTC | 13F-HR | McAdam, LLC CIK 0001695490 | 2026 Q1 Open parsed portfolio | 442 | $2,219,597,699 | Open SEC source |
| 08 May 2026, 14:48:58 UTC | 13F-HR | GUIDANCE CAPITAL, INC CIK 0001958743 | 2026 Q1 Open parsed portfolio | 229 | $429,486,585 | Open SEC source |
| 08 May 2026, 14:48:25 UTC | 13F-HR | Stonegate Management LLC CIK 0001877054 | 2026 Q1 Open parsed portfolio | 0 | $0 | Open SEC source |
| 08 May 2026, 14:47:09 UTC | 13F-HR | Tower Wealth Partners, Inc. CIK 0001852808 | 2026 Q1 Open parsed portfolio | 87 | $180,938,478 | Open SEC source |
| 08 May 2026, 14:46:03 UTC | 13F-HR | Dash Acquisitions Inc. CIK 0001745885 | 2026 Q1 Open parsed portfolio | 68 | $480,228,228 | Open SEC source |
| 08 May 2026, 14:45:01 UTC | 13F-HR | CSP Financial Group, LLC CIK 0002111080 | 2026 Q1 Open parsed portfolio | 20 | $97,679,190 | Open SEC source |
| 08 May 2026, 14:44:10 UTC | 13F-HR | United Financial Planning Group LLC CIK 0002088337 | 2026 Q1 Open parsed portfolio | 462 | $169,176,589 | Open SEC source |
| 08 May 2026, 14:43:53 UTC | 13F-HR | Aspen Wealth Strategies, LLC CIK 0001972517 | 2026 Q1 Open parsed portfolio | 88 | $186,118,474 | Open SEC source |
| 08 May 2026, 14:41:40 UTC | 13F-HR | Penn Mutual Asset Management CIK 0000855702 | 2026 Q1 Open parsed portfolio | 9 | $19,519,771 | Open SEC source |
| 08 May 2026, 14:41:16 UTC | 13F-HR | Evergreen Wealth Partners LLC CIK 0002101006 | 2026 Q1 Open parsed portfolio | 84 | $130,939,996 | Open SEC source |
| 08 May 2026, 14:40:48 UTC | 13F-HR | Junk Investment Group, LLC CIK 0002112570 | 2026 Q1 Open parsed portfolio | 88 | $190,651,504 | Open SEC source |
| 08 May 2026, 14:40:29 UTC | 13F-HR | Power Alpha Investment Ltd CIK 0002014593 | 2026 Q1 Open parsed portfolio | 5 | $874,239,843 | Open SEC source |
| 08 May 2026, 14:38:54 UTC | 13F-HR | Miller Investment Management, LP CIK 0001407382 | 2026 Q1 Open parsed portfolio | 86 | $1,006,966,776 | Open SEC source |
| 08 May 2026, 14:38:22 UTC | 13F-HR | Financial Strategies Group, Inc. CIK 0001774343 | 2026 Q1 Open parsed portfolio | 101 | $596,517,803 | Open SEC source |
| 08 May 2026, 14:35:08 UTC | 13F-HR | PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 | 2026 Q1 Open parsed portfolio | 55 | $154,181,278 | Open SEC source |
| 08 May 2026, 14:34:49 UTC | 13F-HR | New England Private Wealth Advisors LLC CIK 0001582813 | 2026 Q1 Open parsed portfolio | 194 | $866,182,848 | Open SEC source |
| 08 May 2026, 14:33:23 UTC | 13F-HR | Emissary Wealth LLC CIK 0002107252 | 2026 Q1 Open parsed portfolio | 54 | $106,665,327 | Open SEC source |
| 08 May 2026, 14:32:21 UTC | 13F-HR | Allegiance Financial Group Advisory Services LLC CIK 0001964068 | 2026 Q1 Open parsed portfolio | 198 | $502,726,377 | Open SEC source |
| 08 May 2026, 14:32:02 UTC | 13F-HR | Elevation Advisory Partners LLC CIK 0002124354 | 2026 Q1 Open parsed portfolio | 97 | $106,755,119 | Open SEC source |
| 08 May 2026, 14:31:28 UTC | 13F-HR | NorthStar Asset Management LLC /NJ/ CIK 0002011587 | 2026 Q1 Open parsed portfolio | 96 | $204,846,858 | Open SEC source |
| 08 May 2026, 14:30:37 UTC | 13F-HR | Virtus Wealth Solutions LLC CIK 0002045870 | 2026 Q1 Open parsed portfolio | 54 | $525,257,911 | Open SEC source |
| 08 May 2026, 14:29:54 UTC | 13F-HR | Clarion Wealth Managment Partners, LLC CIK 0002081211 | 2026 Q1 Open parsed portfolio | 84 | $110,373,628 | Open SEC source |
| 08 May 2026, 14:28:40 UTC | 13F-HR | Villanova Investment Management Co LLC CIK 0001872130 | 2026 Q1 Open parsed portfolio | 56 | $97,592,198 | Open SEC source |
| 08 May 2026, 14:28:16 UTC | 13F-HR | Opus Financial Solutions LLC CIK 0001934041 | 2026 Q1 Open parsed portfolio | 103 | $106,150,891 | Open SEC source |
| 08 May 2026, 14:27:28 UTC | 13F-HR | TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 | 2026 Q1 Open parsed portfolio | 2,364 | $397,076,925 | Open SEC source |
| 08 May 2026, 14:27:20 UTC | 13F-HR | Roundview Capital LLC CIK 0001476804 | 2026 Q1 Open parsed portfolio | 340 | $1,605,366,808 | Open SEC source |
| 08 May 2026, 14:25:49 UTC | 13F-HR | North Horizon Holdings Inc. CIK 0001891936 | 2026 Q1 Open parsed portfolio | 1 | $117,526,987 | Open SEC source |
| 08 May 2026, 14:23:50 UTC | 13F-HR | Millington Financial Advisors, LLC CIK 0001924615 | 2026 Q1 Open parsed portfolio | 119 | $234,616,812 | Open SEC source |
| 08 May 2026, 14:23:15 UTC | 13F-HR | Goldenstone Wealth Management LLC CIK 0002109094 | 2026 Q1 Open parsed portfolio | 89 | $137,468,459 | Open SEC source |
| 08 May 2026, 14:17:25 UTC | 13F-HR | Bristlecone Value Partners, LLC CIK 0001313998 | 2026 Q1 Open parsed portfolio | 68 | $113,644,623 | Open SEC source |
| 08 May 2026, 14:10:58 UTC | 13F-HR | COLDSTREAM CAPITAL MANAGEMENT INC CIK 0001082339 | 2026 Q1 Open parsed portfolio | 1,196 | $7,989,852,342 | Open SEC source |
| 08 May 2026, 14:08:32 UTC | 13F-HR | Melia Wealth LLC CIK 0001964047 | 2026 Q1 Open parsed portfolio | 22 | $204,650,259 | Open SEC source |
| 08 May 2026, 14:05:47 UTC | 13F-HR | Capco Asset Management, LLC CIK 0001698068 | 2026 Q1 Open parsed portfolio | 27 | $366,625,178 | Open SEC source |
| 08 May 2026, 14:05:04 UTC | 13F-HR | Crestmont Private Wealth LLC CIK 0001873372 | 2026 Q1 Open parsed portfolio | 105 | $317,309,918 | Open SEC source |
| 08 May 2026, 14:04:53 UTC | 13F-HR | Strategic Financial Services, Inc. CIK 0001432539 | 2026 Q1 Open parsed portfolio | 150 | $2,099,586,152 | Open SEC source |
| 08 May 2026, 14:01:34 UTC | 13F-HR | Christian Investment Advisors, Inc. CIK 0002055071 | 2026 Q1 Open parsed portfolio | 12 | $158,246,596 | Open SEC source |
| 08 May 2026, 14:00:19 UTC | 13F-HR | AMERICAN EXPRESS CO CIK 0000004962 | 2026 Q1 Open parsed portfolio | 1 | $880,446,990 | Open SEC source |
| 08 May 2026, 13:59:11 UTC | 13F-HR | JBF Capital, Inc. CIK 0001483864 | 2026 Q1 Open parsed portfolio | 110 | $674,303,953 | Open SEC source |
| 08 May 2026, 13:55:27 UTC | 13F-HR | Belfer Management LLC CIK 0001481957 | 2026 Q1 Open parsed portfolio | 15 | $5,978,821 | Open SEC source |
| 08 May 2026, 13:51:51 UTC | 13F-HR | RedJay Asset Management Inc. CIK 0002057370 | 2026 Q1 Open parsed portfolio | 0 | $0 | Open SEC source |
| 08 May 2026, 13:49:51 UTC | 13F-HR | Weinberger Asset Management, Inc CIK 0002051705 | 2026 Q1 Open parsed portfolio | 92 | $266,743,044 | Open SEC source |
| 08 May 2026, 13:48:17 UTC | 13F-HR | Endowment Wealth Management, Inc. CIK 0001904477 | 2026 Q1 Open parsed portfolio | 165 | $226,067,679 | Open SEC source |
| 08 May 2026, 13:43:17 UTC | 13F-HR/A | DAVIDSON INVESTMENT ADVISORS CIK 0001140771 | 2026 Q1 - Restatement Open parsed portfolio | 126 | $2,317,979,064 | Open SEC source |
| 08 May 2026, 13:40:50 UTC | 13F-HR | Of The University Of California Regents CIK 0000315054 | 2026 Q1 Open parsed portfolio | 12 | $2,835,173,832 | Open SEC source |
| 08 May 2026, 13:39:35 UTC | 13F-HR | Indie Asset Partners, LLC CIK 0001802244 | 2026 Q1 Open parsed portfolio | 83 | $87,761,511 | Open SEC source |
| 08 May 2026, 13:39:13 UTC | 13F-HR | NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC CIK 0001629649 | 2026 Q1 Open parsed portfolio | 874 | $6,597,957,350 | Open SEC source |